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Priya Shah
#472219Consumer Findlay Shah household (3 members) priya.shah@example.com (567) 555-0171
Credit761
Cards2
Total deposits$14,3502 share accounts
Total loans$22,6101 loan
Products5across the relationship
Member since201411 years
Shares & Deposits
SAVINGS · decoded via AccountTypeNames
| Account | Type | Rate | Last activity | Balance |
|---|---|---|---|---|
| Free Checking | Checking | 0.00% | Oct 4, 2026 | $5,230.10 |
| Regular Savings | Savings | 0.10% | Sep 29, 2026 | $9,120.00 |
Loans
LOAN · servicing + delinquency from LoanDefaults
| Loan | Rate | Payment | Next due | Status | Balance |
|---|---|---|---|---|---|
| Auto — 2024 Explorer | 9.20% | $649 | Oct 22, 2026 | Current | $22,610 |
Cards
CARD · PAN shown last-4 only (PCI)
debit · Visa ···· 2048
credit · Visa ···· 7731
$1,241 of $8,000 limit
Recent Activity
ACTIVITY · unified across every product
Oct 4, 2026
Payroll — MERCY HEALTH DIRECT DEP
Free Checking
+$2,640.00
Oct 1, 2026
Auto payment
Auto — 2024 Explorer
−$648.90
Sep 26, 2026
Credit card purchase — AMAZON
Visa Credit
−$162.30
Opportunities
1Signals Lenny surfaced from this member's Symitar records. Each one shows its reasoning.
Refi candidateOpportunity
Auto at 9.20%, qualifies for 6.50%
~$51/mo interest savings keeps the loan in-house and deepens the relationship.
Credit & Risk
CREDREP · CPWORKCARD
761credit score
No delinquencyNo collectionsDirect deposit on file
Notes
COMMENT · NOTE
No notes on file.